Analysis at 6/20/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -7.17% | 2.18% | 54.28% | 65.52% |
Analysis at 6/20/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 18.32% | 16.84% | 15.63% |
Negative volatility | 12.64% | 10.51% | 9.90% |
Sharpe | 0.34 | 0.60 | 0.66 |
Sortino | 0.49 | 0.97 | 1.05 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group AMCAP ZL Cap $ | 6.80% | 33.73% | -24.59% | 26.28% | 28.65% | -7.17% | |
Equity Usa - Large & Mid Cap | 10.97% | 36.06% | -13.83% | 22.25% | 32.83% | -6.44% |